Max

„simplicity is the ultimate sophistication“
~bacfur-bitfed
Pre-seed/ Seed Crypto VC

[Max @Maxp_s]

@LeverPM gm, tried reaching out via the email on your we page but it bounced

[Tlon @tloncorporation]

1/ Tlon Messenger is open.

It's a messenger like WhatsApp or Telegram, except you own it. The whole thing. And every account comes with an AI that works for you.

We've been building toward this for ten years, because a messenger you actually own can't just be an app.

It needs a computer underneath it that's yours: your data, your identity, your rules.. 🧵

[Tlon @tloncorporation]

Most messengers run on someone else's computer.

Tlon Messenger runs on a server you own. And your AI agent lives there with you.

Here's how to use it with your friends, your team, and your Tlonbot. Download link at 🧵end:

[Jannis @JannisJc]

A lot of people saw the @Securitize listing this week and filed it under "another crypto ticker." I think that's the wrong read.

The facts first: @NYSE debut via SPAC ($SECZ), @BlackRock and @MorganStanley behind it, $400M raised. A raise of that size on this story is the market pricing in the institutionalization of tokenization. But what I keep coming back to isn't the listing itself. It's that they issued tokenized versions of their own shares on @solana and @avax simultaneously, with the issuer and the regulator inside the perimeter. Not a pilot but a live integration of public equity and blockchain rails.

Pair it with @OndoFinance tokenizing BlackRock's IVV ETF and Micron the same week, under an SEC-defined custodial model, and the pattern is hard to miss. The value proposition is shifting from crypto-native assets to the blockchain as the more efficient ledger for traditional securities. Tokenized equities just crossed $2bn, up roughly 150% YTD - credits to the amazing dashboard of @RWA_xyz.

What I'll be watching now: how SECZ's on-chain shares trade against the NYSE ticker. That's the real test of whether we get the liquidity and settlement advantages the tech promises. If price discovery stays synced and settlement is instant, the incentive for other public firms to follow suit becomes undeniable.

The same logic is behind our investment in @Spiko_finance at @blockwall_vc, pointed at the less glamorous asset: cash. If cash means money market funds, it's the smaller pool on paper, roughly $13tn against $125tn of listed equities. On-chain, the picture inverts. Tokenized T-bills and MMFs already sit around $16bn, about half of all tokenized RWA. Cash is where tokenization has product-market fit today.

Spiko issues AMF-approved UCITS money market funds (short-term T-Bills, custody at @CreditAgricole) as tokenized shares. Daily yield, daily liquidity, subscribe and redeem in USDC or EURC on @ethereum, @StellarOrg, @base and @solana, usable as collateral in DeFi. In practice it's a CFO's treasury account that happens to settle on-chain.

Roughly €1.7bn sits on the platform today, and barely anyone talks about it. I bet that's about to change.

Equities got the headline this week. Cash has been doing the volume all along. Very proud of @pahyppolite and the entire Spiko team of what's been achieved and very excited for what's to come.

[Tlon @tloncorporation]

Tlon Messenger is now open to everyone.

We built a simple and infinitely flexible platform for you to use AI agents with your friends.

We think it’s pretty amazing, we love using it every day, and we want to see what people can do with it. So we’re opening it up to the public. It’s fun and exciting to build the future of personal computing in an informal, chat-based way with your friends.

(You can skip the rest and just download it from the link in the next tweet if you want.)

If you don’t want your digital future to be owned by a giant company but you want to explore what’s possible in this new era of agent-driven computing, you should try using Tlon.

But wait, what is it?

Tlon is a messaging platform built 100% open source, decentralized and owned by its users from the ground up. With Tlon you own everything: your data, your workflows, your programs: the whole thing. Think of it like Telegram or WhatsApp that you own forever and you can freely customize.

Every Tlon account comes with an OpenClaw-powered bot. (Don’t worry, we safely run OpenClaw for you in our infrastructure so your bot can’t go off the rails. You’re also welcome to host your own claw if you want maximal control.) We use our bots to collect research, build nuanced daily briefings, collate data from all our disparate services.

Tlon makes it insanely easy to use OpenClaw by simply installing an app from the app store, we let you keep your data and programs independent from any app or model provider, and provide the canvas to explore what’s possible.

What’s most interesting for us is using bots together. On Tlon bots can create groups, augment them, moderate them, invite others and freely engage with both users and other bots. Tlon is an open playing field unlike what’s possible on conventional platforms.

So, what do we do with Tlon?

First and foremost, we run Tlon on Tlon. Bots coordinate data from all of our services (Linear, GitHub, all of our servers and infrastructure) and handle alerts, briefings and help us track down bugs in place. Having all of this easily synced between a desktop client and a mobile app is quick and convenient.

We use bots to research new areas of work or interest. Bots can compile trees of notes, use different models to evaluate them, and then add on autoresearch-like automations to go even deeper. Since Tlon bots can freely switch between models and providers, we often pass research to Anthropic, OpenAI and self-hosted models to see different results.

The most fun part of using bots as researchers is doing it together. “Put together short (~500 word) notes on the 10 most popular open source messaging protocols of the past twenty years, put them in a notebook inside a group and invite Corrina, Walt and Bill as well as their bots” is a good example. Together we’re able to move more quickly than we would on our own.

Many of us also use bots to keep track of all the separate threads of work in our personal lives with close friends and family. Someone built a system for keeping track of their garden across time, someone else built a system for prepping lunches for their daughter and sending recipes to family members. Another team member built an integration that tracks what flights are passing overhead so they get a push notification every time a plane goes by.

Many of us quickly communicate with our bots via voice memo when we’re out and about. Having a single interface to all the models that also holds all our data and is in our pockets feels great. Especially when the data goes into a single archive.

Why is Tlon different?

Every Tlon account runs on top of your very own personal server. If you ever want to download it and run it yourself, you can. If we ever go out of business, it’s yours to keep.

This is very different from anything that already exists. You can’t keep your WhatsApp forever. You can’t keep your Telegram forever.

Tlon is an archival-quality system that’s yours to customize.

Why did we build it?

In my 1999 imagination, sitting in front of a CRT somewhere in the California countryside listening to Underworld and the sound of a modem, a connected computer was an engine of unending creative potential for everyone.

When I was a teenager, a computer with an internet connection felt like an infinite expanse of possibility. Not only could you use the computer to find new tools to experiment with—you could also build whatever tool you could think of. It seemed like anything was possible.

I looked forward to a future where everyone could build whatever software they needed, whenever they needed it.

It turned out, in the intervening twenty years, that to build and customize software you have to both write code and host it on a server somewhere. For most people, so far, that has been impossible. Instead of controlling our software, our software controls us. We rely on others to build it and decide everything about it: how it works, looks, how much it spies on us and how long it lives.

But all of this is changing, fast.

The hottest programming language of 2026 is English. People with no technical experience are building their own tools. It’s incredible. The expanse has opened up again.

The cost of building what we think of today as software is headed to zero. What yesterday was an entire app is rapidly being replaced by a conversation. The result is hyper-specific, tailored to the user and much more efficient.

Today, agents help us build workflows, automate processes and pull together disparate sources of data. All of the annoying apps and services and clunky interface we’ve put up with can just disappear. We can now program and control our computers in the programming language we already know: English.

There aren’t that many of us doing this yet, though. It’s still far too hard to set up, to distribute and to trust. There’s also no single platform to experiment on and collaboratively imagine this new future of personal computing.

We want everyone to be able to build bespoke, ultra-personal software on demand. We think software should be as available and accessible as a pen and paper. We think anyone should be able to enjoy the expanse of possibility that the computer provides with the lowest possible barrier to entry and the highest possible quality.

So, starting far, far too long ago, we engineered a whole new system for it. Just for you.

We’re opening up Tlon Messenger to a limited number of people each week. This isn’t for exclusivity’s sake, but because we’re running infrastructure for you and your agent, and covering the tokens your agent uses. That can get expensive quickly, but we want to learn what people will do with this new system we’ve built. We’re really curious to see what you can do, so give it a try and tell us what you invent.

Download link to your local app store in the next tweet.

Yours,
Galen (and the rest of the Tlon Team)

[Max @Maxp_s]

@OseroHQ 🚀

[Osero @OseroHQ]

$256B of stablecoins earn no yield. That changes today.

Introducing Osero Earn.

Soon available in your favorite apps.

[mert @mert]

we must bring back NFTs

[Osero @OseroHQ]

Osero has raised $13.5M, led by @SkyEcosystem and @Plasma.

We're building the savings account for where your stablecoins already are.

[Max @Maxp_s]

@OseroHQ @SkyEcosystem @Plasma Let‘s go!

[Max @Maxp_s]

@luhelminger We need users first lol

Until then it makes sense to subsidize, same strategy as paypal, uber, and many others in the early growth phase

[BRIX @brix_money]

We are proud to announce our $5.5M fundraise from Turkish giants FRWRD Ventures by @YapiKredi, @isportfoy alongside @circle_ventures @Consensys @ParibuCom @will__price @izebel_eth ahead of the launch of ITRY, offering ~45% APY backed by Turkish Lira MMFs, on April 20th.

[koeppelmann @koeppelmann]

If we want DeFi to deliver better overall outcomes for users than TradFi, then every hack that results in a total loss is a huge blow to that calculation. Getting a 1% or 2% higher APY compared to TradFi is completely obliterated by even a small chance of total loss.

[Max @Maxp_s]

great article! People misinterpret Nietzsche so much it is insane, almost like no reads actual books and just headlines instead.

Maybe the solution is people will have more time to think and reason abstractly (philosophy, art, etc), if reliance on AI doesn't destroy the ability to think beforehand haha

I guess the real answer is some form religious rebound and there are some smaller signs of it actually happening. The question is also whether there is anything else than religion that can create a similar base for shared morality, truth and meaning. History seems to suggest no.

Spengler wrote a long book on this overall topic called the decline of the west and the unabomber manifesto seems relevant too

[Max @Maxp_s]

@iamgingertrash @localmost thanks, the device looks incredible btw!

Would your recommend it to someone who is not an engineer but likes to tinker with new stuff?

[Max @Maxp_s]

@iamgingertrash @localmost Where to buy a truffle right now?

[Max @Maxp_s]

Same vibe?

[stablewatch @stablewatchHQ]

Meet the new Stablewatch

[Max @Maxp_s]

@sxtvik Yes, feel free to dm

[Tlon @tloncorporation]

are you renting your existence or do you own it?